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Edelweiss Wealth Manager Interview Questions and Answers
Edelweiss Wealth Manager Interview Experiences
4 interviews found
Abdul Sohail
Selected
I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.
(2 Questions)
- Q1. 1. Equity markets 2. Advisory
- Q2. Be confident and answer all the questions
Interview Preparation Tips
Anonymous
Simple topics
(2 Questions)
- Q1. Based on resume and
- Q2. What is insurance What is bonds Family background
- Ans.
Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.
Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.
It involves paying a premium to an insurance company in exchange for coverage against specific risks.
Insurance policies can cover various aspects such as health, prop...
Interview Preparation Tips
I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.
(1 Question)
- Q1. Tell me something about you
Interview Preparation Tips
Interview Questionnaire
1 Question
- Q1. Experience of handling financial products
- Ans.
I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.
Managed a diverse portfolio of stocks and bonds for high net worth clients
Developed and implemented investment strategies for mutual funds
Traded options and futures contracts to hedge risk and generate alpha
Conducted thorough research and analysis to identify attractive investment opportuni...
Interview Preparation Tips
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Interview Questionnaire
2 Questions
- Q1. General Questions
- Q2. Be confident always for the interview and before answering the question always think that why interviewer ask this question, what he want to listen from you, then answer.
I applied via Walk-in and was interviewed before Jun 2020. There were 3 interview rounds.
Interview Questionnaire
1 Question
- Q1. About my experience and finance related
Interview Preparation Tips
morning 7 to night 11 every 2 hr 1croncol .. no holidays even Sunday and holi .
There have no personal life and family life only bajaj lifee ...
I applied via Company Website and was interviewed in May 2019. There was 1 interview round.
Interview Questionnaire
2 Questions
- Q1. If you are fresher then baisc questions regarding your qualifications, internship. so you have to clear your basics.
- Q2. If you have experience..then questions regarding your job, your key responsibilities.
Interview Preparation Tips
I applied via Campus Placement and was interviewed before Mar 2021. There was 1 interview round.
(1 Question)
- Q1. Plan a portfolio for a client
- Ans.
A portfolio should be tailored to the client's goals, risk tolerance, and time horizon.
Assess the client's risk tolerance and investment goals
Diversify the portfolio across asset classes and sectors
Consider the client's time horizon and liquidity needs
Regularly review and rebalance the portfolio
Examples of asset classes: stocks, bonds, real estate, commodities
Examples of sectors: technology, healthcare, energy
Consider
Interview Preparation Tips
I applied via Naukri.com and was interviewed in Jun 2020. There were 4 interview rounds.
Interview Questionnaire
2 Questions
- Q1. Why not to use unique ideas about customer make happy..??
- Ans.
Using unique ideas about customer satisfaction is important for business success.
Unique ideas can set a business apart from competitors
Personalized experiences can create loyal customers
Examples include surprise gifts, handwritten notes, and customized recommendations
However, it's important to balance unique ideas with practicality and cost-effectiveness
- Q2. Help desk is most important thing to convince customer
Interview Preparation Tips
Interview Questionnaire
1 Question
- Q1. How collect payments from individual customer
- Ans.
Collecting payments from individual customers involves various methods and strategies.
Offer multiple payment options such as credit/debit cards, online payments, and cash
Send timely reminders and follow-up emails/calls to customers with outstanding payments
Implement a clear and concise payment policy to avoid confusion and disputes
Consider offering discounts or incentives for early payments or bulk purchases
Utilize a r...
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Edelweiss Wealth Manager Interview Process
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Edelweiss Wealth Manager Reviews and Ratings
based on 14 reviews
Rating in categories
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|  ₹3.5 L/yr - ₹15 L/yr |
|
Associate
301
salaries
| ₹2.1 L/yr - ₹10 L/yr |
|
Manager
285
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| ₹6 L/yr - ₹22 L/yr |
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236
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| ₹2.3 L/yr - ₹6.3 L/yr |
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219
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